About Customer.io

Customer.io is a powerful marketing automation platform that helps you create, send, and optimize email campaigns for your leads and customers. It allows seamless integration with various third-party tools, enabling efficient data transfer and workflow automation to enhance your marketing strategies.

This integration lets you send People information from Pipeline CRM directly to Customer.io. You can select the criteria to send the information to Customer.io.

Integration Setup

Pipeline Admins need to set the integration by navigating to the Pipeline App Store, and clicking install:


To set up the integration between Customer.io and your CRM, follow these steps:

1. Prepare Data: Ensure your CRM contains all necessary information such as first name, last name, email, and phone number.
2. API Keys: Obtain the API key from Customer.io.
3. Configure Customer.io: Setup data pipeline
4. Configure integration: set up the criteria to send information to Customer.io

We will guide you through the setup, step by step:

Integration Configuration

On the Customer.io integration configuration, set up the criteria. This defines the logic of when a person's data should be transferred to Customer.io. We support most of the people's data which allows you to manage the logic of data transfer.

We recommend using person tags. The logic shared below means that when a person's tag is updated to include "customer.io" that person's information will be pushed to Customer.io


The people with an existing tag "customer.io" will not be transferred to Customer.io, unless the person is updated.

Our recommendation is to create a new person tag, filter the people list view, and bulk update the tag for the people in the list.

The next step is to configure the token.

To configure the token, you need to set up a data pipeline in Customer.io. Here is the support article from Customer.io on data pipelines



Please set a HTTP source, by clicking on Source > Add Source > HTTP


Now, Copy the following token


Click on "Save and complete later" on the bottom right corner.

You need to paste the copied token in the Pipeline Customer.io Integration configuration and Hit Save.


You can test the connection here and click on "Back to app store" and enable the integration.


Finally, To finish setting up the integration navigate to Customer.io and set up the destination for the HTTP source created.

How to Use the Integration

Once the integration is set up, you can use it to automatically send the people data from Pipeline CRM to Customer.io

As an example, the person tag in the Pipeline CRM was set to "customer.io". Since that is the criteria defined, you will find this person in Customer.io.



We send people entity data (first name, last name, email, phone number, etc.) from Pipeline CRM to Customer.io. These will appear as attributes in Customer.io and can be used later to create targeted marketing campaigns. 


Data Syncing: Once the data is available in the Customer.io, any changes in the Pipeline CRM will be reflected in the Customer.io as well. Now you have the Pipeline CRM people data in the Customer.io, you can start:

1. Automated Campaigns: Use the data in Customer.io to create automated email campaigns, segment users, and personalize messages.
2. Monitoring and Optimization: Monitor the performance of your campaigns in Customer.io and use its analytics to optimize your marketing strategies.